MondegarAI
Leisure Capital Management

Q3 2024 · 13F-HR

Leisure Capital Managementholdings as filed

Filed 2024-10-16 · accession 0001631507-24-000007

$234.0M
Reported value
141
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$18.9M8.09%81,242CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$13.9M5.95%205,093CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$9.9M4.22%531,012CommonSOLE
594918104MSFTMICROSOFT CORP$9.8M4.17%22,698CommonSOLE
41151J406WINNHARBOR ETF TRUST$9.8M4.17%381,026CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5.7M2.43%6,426CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$4.9M2.09%118,721CommonSOLE
78468R739SHMSPDR SER TR$4.7M2.02%98,105CommonSOLE
69344A107PULSPGIM ETF TR$4.2M1.80%84,612CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.0M1.72%19,078CommonSOLE
747525103QCOMQUALCOMM INC$3.7M1.58%21,703CommonSOLE
11135F101AVGOBROADCOM INC$3.7M1.57%21,278CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$3.5M1.50%68,002CommonSOLE
437076102HDHOME DEPOT INC$3.3M1.41%8,157CommonSOLE
438516106HONHONEYWELL INTL INC$3.3M1.40%15,854CommonSOLE
64110L106NFLXNETFLIX INC$3.1M1.30%4,305CommonSOLE
30303M102METAMETA PLATFORMS INC$3.0M1.30%5,324CommonSOLE
742718109PGPROCTER AND GAMBLE CO$3.0M1.30%17,576CommonSOLE
02079K305GOOGLALPHABET INC$2.8M1.22%17,160CommonSOLE
020002101ALLALLSTATE CORP$2.8M1.19%14,740CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.7M1.14%16,478CommonSOLE
548661107LOWLOWES COS INC$2.7M1.14%9,818CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$2.6M1.13%31,790CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2.5M1.08%5,355CommonSOLE
670651108XNCMXNUVEEN CALIFORNIA AMT QLT MU$2.4M1.02%175,988CommonSOLE
46138J643BSCSINVESCO EXCH TRD SLF IDX FD$2.3M0.98%111,988CommonSOLE
02079K107GOOGALPHABET INC$2.3M0.97%13,638CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.3M0.97%18,679CommonSOLE
58933Y105MRKMERCK & CO INC$2.2M0.93%19,243CommonSOLE
713448108PEPPEPSICO INC$2.0M0.86%11,834CommonSOLE
464287432TLTISHARES TR$1.9M0.80%19,071CommonSOLE
482480100KLACKLA CORP$1.8M0.77%2,322CommonSOLE
17275R102CSCOCISCO SYS INC$1.8M0.76%33,207CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.7M0.74%15,880CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.7M0.74%2,947CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.7M0.73%2,932CommonSOLE
031162100AMGNAMGEN INC$1.7M0.73%5,306CommonSOLE
053332102AZOAUTOZONE INC$1.7M0.73%542CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.7M0.73%6,492CommonSOLE
05329W102ANAUTONATION INC$1.7M0.71%9,280CommonSOLE
20825C104COPCONOCOPHILLIPS$1.6M0.69%15,326CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.6M0.69%3,486CommonSOLE
580135101MCDMCDONALDS CORP$1.6M0.67%5,129CommonSOLE
92826C839VVISA INC$1.5M0.66%5,606CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.5M0.63%12,489CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.4M0.61%1,493CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.3M0.57%14,875CommonSOLE
56585A102MPCMARATHON PETE CORP$1.3M0.57%8,134CommonSOLE
40434L105HPQHP INC$1.3M0.56%36,771CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.3M0.56%4,799CommonSOLE
372460105GPCGENUINE PARTS CO$1.2M0.53%8,805CommonSOLE
254687106DISDISNEY WALT CO$1.2M0.52%12,658CommonSOLE
651639106NEMNEWMONT CORP$1.2M0.52%22,668CommonSOLE
68389X105ORCLORACLE CORP$1.2M0.52%7,086CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.2M0.51%2,428CommonSOLE
704326107PAYXPAYCHEX INC$1.2M0.51%8,892CommonSOLE
244199105DEDEERE & CO$1.2M0.51%2,835CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.2M0.50%2,054CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.2M0.50%7,859CommonSOLE
780087102RYROYAL BK CDA$1.2M0.50%9,366CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.2M0.50%16,197CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.2M0.49%12,800CommonSOLE
02209S103MOALTRIA GROUP INC$1.1M0.49%22,291CommonSOLE
767204100RIORIO TINTO PLC$1.1M0.49%15,947CommonSOLE
002824100ABTABBOTT LABS$1.1M0.48%9,798CommonSOLE
842587107SOSOUTHERN CO$1.1M0.47%12,156CommonSOLE
904767704UNILEVER PLC$1.1M0.46%16,520CommonSOLE
31428X106FDXFEDEX CORP$1.1M0.46%3,921CommonSOLE
233331107DTEDTE ENERGY CO$1.1M0.45%8,196CommonSOLE
023135106AMZNAMAZON COM INC$1.0M0.45%5,633CommonSOLE
22822V101CCICROWN CASTLE INC$1.0M0.44%8,709CommonSOLE
80105N105SNYSANOFI$1.0M0.44%17,870CommonSOLE
58155Q103MCKMCKESSON CORP$1.0M0.44%2,080CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.0M0.44%4,604CommonSOLE
554382101MACMACERICH CO$1.0M0.43%54,969CommonSOLE
681919106OMCOMNICOM GROUP INC$986,1340.42%9,538CommonSOLE
532457108LLYELI LILLY & CO$948,8420.41%1,071CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$946,1430.40%24,556CommonSOLE
654106103NKENIKE INC$943,7590.40%10,676CommonSOLE
044186104ASHASHLAND INC$927,9700.40%10,670CommonSOLE
369550108GDGENERAL DYNAMICS CORP$908,7160.39%3,007CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$891,2680.38%13,752CommonSOLE
29444U700EQIXEQUINIX INC$886,7430.38%999CommonSOLE
428103105HESMHESS MIDSTREAM LP$871,9810.37%24,723CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$831,6470.36%8,381CommonSOLE
060505104BACBANK AMERICA CORP$820,1070.35%20,668CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$791,8280.34%1,390CommonSOLE
89832Q109TFCTRUIST FINL CORP$776,9180.33%18,165CommonSOLE
406216101HALHALLIBURTON CO$755,3300.32%26,001CommonSOLE
038222105AMATAPPLIED MATLS INC$688,1830.29%3,406CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$683,2700.29%10,351CommonSOLE
440452100HRLHORMEL FOODS CORP$631,8130.27%19,931CommonSOLE
464287473IWSISHARES TR$615,3600.26%4,653CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$612,3760.26%5,899CommonSOLE
949746101WMT2WELLS FARGO CO NEW$612,1260.26%10,836CommonSOLE
925652109VICIVICI PPTYS INC$610,6730.26%18,333CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$592,6820.25%1,734CommonSOLE
149123101CATCATERPILLAR INC$578,0760.25%1,478CommonNONE
03064D108COLDAMERICOLD REALTY TRUST INC$565,4000.24%20,000CommonSOLE
46090E103QQQINVESCO QQQ TR$545,6630.23%1,118CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$543,3620.23%8,234CommonSOLE
464287465EFAISHARES TR$542,7590.23%6,490CommonSOLE
701094104PHPARKER-HANNIFIN CORP$513,6700.22%813CommonSOLE
693506107PPGPPG INDS INC$511,1640.22%3,859CommonSOLE
464287804IJRISHARES TR$473,8050.20%4,051CommonSOLE
464288885EFGISHARES TR$472,3690.20%4,388CommonSOLE
166764100CVXCHEVRON CORP NEW$464,1960.20%3,152CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$440,4220.19%712CommonSOLE
75513E101RTXRTX CORPORATION$432,0570.18%3,566CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$428,8410.18%1,844CommonSOLE
72201R775BONDPIMCO ETF TR$410,7970.18%4,342CommonSOLE
281020107EIXEDISON INTL$407,1460.17%4,675CommonSOLE
464288356CMFISHARES TR$365,5120.16%6,290CommonSOLE
219350105GLWCORNING INC$359,8010.15%7,969CommonSOLE
816851109SRESEMPRA$354,9260.15%4,244CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$346,1680.15%2,433CommonSOLE
717081103PFEPFIZER INC$321,4950.14%11,109CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$317,4950.14%3,756CommonSOLE
65339F101NEENEXTERA ENERGY INC$303,7170.13%3,593CommonSOLE
718546104PSXPHILLIPS 66$288,9280.12%2,198CommonSOLE
29273V100ETENERGY TRANSFER L P$272,8500.12%17,000CommonSOLE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$269,5170.12%22,516CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$263,0000.11%1,929CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$256,1900.11%23,290CommonSOLE
464287671IUSGISHARES TR$253,7950.11%1,924CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$251,6760.11%5,604CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$244,2710.10%1,838CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$242,0500.10%8,315CommonSOLE
092524107XBGYXBLACKROCK ENHANCED INTL DIV$228,6600.10%39,424CommonSOLE
23331A109DHID R HORTON INC$226,8260.10%1,189CommonNONE
988498101YUMYUM BRANDS INC$215,1540.09%1,540CommonSOLE
94106L109WMWASTE MGMT INC DEL$213,6210.09%1,029CommonSOLE
09058V103BCRXBIOCRYST PHARMACEUTICALS INC$212,8000.09%28,000CommonSOLE
097023105BABOEING CO$210,4240.09%1,384CommonNONE
217204106CPRTCOPART INC$209,6000.09%4,000CommonSOLE
88160R101TSLATESLA INC$207,9960.09%795CommonSOLE
369604301GEGE AEROSPACE$202,5350.09%1,074CommonSOLE
H1467J104CBCHUBB LIMITED$201,5850.09%699CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$200,8910.09%1,958CommonSOLE
09257A108BCXBLACKROCK RES & COMMODITIES$192,0000.08%20,000CommonSOLE
670656107NRKNUVEEN NEW YORK AMT QLT MUNI$140,9300.06%12,583CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.